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How is a SIMPLE IRA different from a 401(k) plan?

Last updated on Sep 18, 2024

Here’s how a SIMPLE IRA plan differs from a 401(k) plan.

SIMPLE IRA:

  • Designed for a small business with 100 or fewer employees.

  • Contribution limits are low compared to the 401(k) plan.

  • Does not require any filing with the IRS.

  • The cost to set up and manage SIMPLE IRA is low.

401(k) Plan

  • Offered by any type of employer.

  • Contribution limits are high.

  • Requires filing with the IRS.

  • The cost to set up and manage 401(k) is relatively high.